Clearview Wealth Advisors’s Toronto Dominion Bank TD Stock Holding History

Clearview Wealth Advisors’s Portfolio TD Stock Details TD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-171	Closed	-$10.6K	–	574
2023 Q2	$10.6K	Buy	+171	New	+$10.3K	0.01%	358

Other funds holding TD

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Clearview Wealth Advisors's TD Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Toronto Dominion Bank (TD) in Q3 2023, closing a stake of 171 shares — an estimated $10.6K sold.

Clearview Wealth Advisors first reported a position in TD in Q2 2023 and held it in 1 quarter. The position peaked at $10.6K in Q2 2023. 648 funds tracked by Wall St. Rank hold TD as of Q3 2023.

Clearview Wealth Advisors reported no remaining Toronto Dominion Bank position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 171 Toronto Dominion Bank shares in Q3 2023, an estimated $10.6K.
Clearview Wealth Advisors first reported a position in Toronto Dominion Bank in Q2 2023 and held it in 1 quarter.
Clearview Wealth Advisors's Toronto Dominion Bank position peaked at $10.6K in Q2 2023.
648 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.